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Show details for [<tr><td><a name=19><a  class="C1"  href="By Sponsor?Openview&Start=19&Expand=19#19">Professional Ethics Commi
Professional Ethics Committee
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Real Property Probate & Trust Law Section
33rd Annual Attorney Trust Officer Liaison Conference
The 2014 ATO Conference features outstanding presenters from Florida and beyond who will present on: a) the effective use of directed trusts, b) the roles of the wealth management team and the estate planner, c) portability, d) business development for professionals, e) homestead, f) special trusts for gun owners, g) recent case analysis of fiduciary liability, h) decision making for discretionary distributions, i) professional ethics for the attorney and trust officer in estate planning and administration, j) international estate planning, k) wealth transfer tax developments, l) governing law and trust situs issues, m) Florida case law and legislative update and n) dealing with the tax on trust capital gains by having the gain taxed to the beneficiary.
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33rd Annual RPPTL Legislative & Case Law Update
This seminar is an review and update of the recent legislative session and important real property, probate and trust case law. Topics include: the power of attorney act redu, limitations on design professional liability and abolition of the economic loss rule, the revamp of Florida mortgage foreclosure laws and amendments to chapter 95 and 702 of Florida Statutes, land trust amendments, probate administration, residential landlord/tenant act, community associations, development permitting, jurisdiction over nonresidents in trust litigation, ethics and arbitration.
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34th Annual RPPTL Legislative & Case Law Update Seminar

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7th Annual Construction Law Institute - Audio Recording
This two day advanced course will cover the following topics: analysis of project delivery systems; public private partnerships; current e-discovery trends in litigation and technology; privileges and attorney work product; changes in the Florida Rules of Civil Procedure Regarding E-Discovery; controlling general conditions; iPads for construction lawyers; advanced lien law; licensing issues for different delivery systems; drafting considerations and case studies for green building; legislative & case law update; ethical considerations in construction cases.
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7th Annual Construction Law Institute
This two day advanced course will cover the following topics: analysis of project delivery systems; public private partnerships; current e-discovery trends in litigation and technology; privileges and attorney work product; changes in the Florida Rules of Civil Procedure Regarding E-Discovery; controlling general conditions; iPads for construction lawyers; advanced lien law; licensing issues for different delivery systems; drafting considerations and case studies for green building; legislative & case law update; ethical considerations in construction cases.
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8th Annual Construction Law Institute - CD ONLY
This two-day advanced course will cover the following topics: ethics issues in the use of social media in litigation, effective discovery techniques in an electronic world, best practices for evaluating and preparing construction liens, building code basics for construction lawyers, insurance coverage for construction defects, practice points when representing clients with coverage issues, mitigating exposure for false claims on cost or pricing issues, expert opinion testimony in Florida, practicing before the DBPR, construction liens in arbitration, surety insolvency implications for claimants and principals and proactive arbitration advocacy techniques.
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8th Annual Construction Law Institute
This two-day advanced course will cover the following topics: ethics issues in the use of social media in litigation, effective discovery techniques in an electronic world, best practices for evaluating and preparing construction liens, building code basics for construction lawyers, insurance coverage for construction defects, practice points when representing clients with coverage issues, mitigating exposure for false claims on cost or pricing issues, expert opinion testimony in Florida, practicing before the DBPR, construction liens in arbitration, surety insolvency implications for claimants and principals and proactive arbitration advocacy techniques.
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Advanced Commercial Real Estate Loan Document Drafting and Negotiation: Lender vs. Borrower - Key Provisions to Close the Loan
This program will present a live negotiation between Lender and Borrower counsel of key provisions necessary to close a commercial real estate loan. These provisions include assignment of rents, defaults and remedies, attorneys¡¯ fees, receiverships, and waiver of tort liability among other major loan document provisions.
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Advanced Construction Law Certification Review Course

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Advanced Real Estate and Certification Review Course
This course provides participants with the opportunity to review the most recent issues affecting real estate practitioners from the preeminent attorneys in our state. It is an advanced level course intended to also prepare participants who are studying for the Real Estate Board Certification Examination. Attached please find the course registration form for further information. We look forward to welcoming you and your colleagues.
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Advanced Real Estate Law & Certification Review Course

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And You Thought Estate Planning Was Easy?

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Beware Dodd-Frank: Perils with Private Lender or Seller Financing
Do you represent sellers who finance the sale of their residential real property?  Do you represent private lenders or non-traditional lenders whose loans are secured by residential real property? If the response to either question is "yes", then you need to register for this webinar to learn how the Dodd-Frank Wall Street Reform and Consumer Protection Act has dramatically changed your client's (and your) responsibilities.  Attorneys who are unaware of whether their clients may qualify as “mortgage lenders,” “mortgage loan originators,” or “mortgage servicers” may be unintentionally exposing their clients to adverse regulatory action by leaving them unlicensed, unregistered, and unable to comply with the minimum standards for all individuals and business who engage in mortgage lending.    This webinar will provide a discussion of the base regulatory requirements for non-traditional lenders, and identify pathways toward substantial compliance with a growing set of laws and regulations.
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Bursting Through The Technology Barrier - The RPPTL Edition
This seminar will provide both trust & estate and real property lawyers the latest tools to use technology effectively and ethically to maximize their practices - including safely accessing cloud technology to generate and store confidential client documentation, the ethical use of social media in your practice, and the latest apps, programs and websites to make your life easier. This course provides attendees two (painless) ethics credit hours, and some great resources for your practice.
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Current Developments in Estate Planning Techniques
This new seminar will provide in depth information on cutting-edge issues and planning techniques facing trusts and estates practitioners. Topics will include planning under DOMA after the Windsor and Perry cases, practical planning and analysis for portability of the estate and gift-tax exemptions, drafting pointers when naming trusts and individuals as beneficiaries of IRAs, and asset protection trusts in light of recent developments. The ethics portion of the program will address the new Florida law on gifts to attorneys.
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E-Ethics for E-Discovery: Considerations and Solutions for the E-Practitioner
Discovery of electronically stored information (ESI) implicates a number of ethical issues for the practitioner. E-discovery raises E-ethical considerations going beyond those faced in the physical document world. In this electronic presentation the presenters will examine the seeming tension among the obligations to protect metadata and not to "mine" for metadata in relation to the E-discovery obligation not to delete metadata. The presenters will also discuss additional ethical and professional duties of the practitioner in the E-discovery context.
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Emerging Trends on the Development Front for Environmental, Land Use and Real Estate Practitioners

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Ethics in Estate and Trust Administration: The Obvious and the Oblivious
A candid and practical discussion of the ethical issues inherent in estate and trust administration including identifying your client; issues raised by representation of joint fiduciaries; what to do when the personal representative crosses the line; challenges of representing the fiduciary spouse; and identifying and avoiding conflicts and dealing with the conflicts when they arise!
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Hot Topics in Real Property Litigation 2013 Edition
Real property litigation updates on topics such as: Homeowners Associations v. Lenders – The Fight for Priority; Superfund and the Burlington Northern Decision; Real Property and Business Case Law; Foreclosure Defense; the Economic Loss Rule or ‘Basic Common Law Principles’ and Constructive Service by Publication
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Litigation and Trust Law Symposium 2014

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Practical Advice for Clients on Development and Construction
The program will present pointers for advising clients and negotiating contract terms on development and construction insurance issues both from the position of the client (Developer/Design Professional/Construction Manager/Contractor/Subcontractor) and the project delivery method (Traditional Design-Bid-Build/Design-Build/Construction Management). The program also will present pointers for strategy, advising clients, and negotiating with other parties and insurers in the event of a claim.
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Practical Guidance on Platting
Practical Guidance on Platting A panel of speakers including planning professionals experienced in the day-to-day administration and interpretation of plats from the public and private sector perspectives will provide a timely look at the law of platting. Presentations will include a discussion of the substantive and procedural requirements for plats at the municipal and county level, expert planning advice on plat dedications and the intricacies involved in the elimination of platted improvements, including solutions to the issues arising with antiquated subdivisions across the state, the application of common law rules and cases to platting and tips on how to ensure that a conveyance clearly provides for a specific result.
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Probate Law 2014 Seminar
This seminar is intended to provide practitioners with useful insight and information pertinent to handling Florida probate proceedings. Speakers will focus on serving as legal counsel to personal representatives and dealing with unique and complicated issues in a Florida probate, such as bank accounts of nondomiciliaries, lost heirs, community property, bizarre assets, and homestead mistakes. Other topics include deciphering the current rights of same-sex couples in the probate context, a summary of tax issues that practitioners must be mindful of in the probate process, and a primer on dealing with creditor claims under current Florida law. The seminar also includes a session on the murky and often emotionally-charged issue of dealing with a decedent’s remains, followed by a valuable and informative probate case law and legislative update. The seminar will conclude with an ethics presentation focused on avoiding pitfalls during the estate administration process.
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Probate Law: Essential Issues and Development
This seminar is intended to provide practitioners with real life insight in handling challenging issues that arise in the course of a Florida probate proceeding. Speakers will focus on the impact of asset protection planning and estate tas apportionment in a probate administration, the rules governing notice, service and jurisdiction in estates, as well as overcoming common problems and challenges that arise during the probate process. Other topics include an update on Florida's continually evolving homestead laws, along with a session on properly closing out an estate. A Panel will speak on administering "quirky" estate assets, such as artwork, firearms, and the like. Finally, the seminar includes an ethics component focusing on an attorney's duties to the personal representative and other interested persons.
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Recent Developments in Arbitration - the Revised Florida Arbitration Code and Recent Supreme Court Decisions
In 2013, the Florida Legislature amended the Florida Arbitration Code when it enacted the Revised Uniform Arbitration Act approved by the National Commission on Uniform State Laws and the American Bar Association. Now called the Revised Florida Arbitration Code, Florida has substantially rewritten the statutes governing arbitration. During the amendment process, the United States Supreme Court has decided cases dealing with arbitration under the Federal Arbitration Act, which would preempt the Revised Florida Arbitration Code. This CLE addresses the substantive changes to Florida statutes dealing with arbitration and the decisional law recently handed down by the high court.
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Roads and Sewers and Drainage Oh My! Implied Warranties Post-Maronda Homes
The webinar will provide a procedural and factual history of the Florida Supreme Court’s decision in Maronda Homes, Inc. of Florida v. Lakeview Reserve Homeowners Association, Inc. The speakers will review the history of common law implied warranties from Gable v. Silver to Maronda. They will also review the impact of Maronda on Section 553.835, Florida Statutes, which the legislature enacted to abrogate all common law implied warranties for “off site improvements.” Finally, the speakers will discuss the current status of common law implied warranties after Maronda and Section 553.835.
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Secrets of CDDs: Unveiling the Mysteries and Unlocking the Possibilities
The goal of the seminar is to provide a comprehensive understanding of the Community Development Districts within Florida. Then seminar will start with a primer on community Development Districts ("CDD"), why and how CDDs are created. The seminar will then move to CDD issues and a practitioner should consider when contemplating a real estate transaction. An underwriter and bond counsel will discuss current and future trends of the bond market and bond market impacts on CDD transactions. A panel presentation will analyze issues of a failing/failed real estate project; when and how projects can be restructured in today's economy. We will close with a future trends presentation and a discussion of ethical considerations a practitioner should address regarding CDDs.
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Thanks But No Thanks! The Ethics of Client Gifts and New Legislation Addressing Gifts to Lawyers
This program will address and discuss ethical considerations involved in soliciting and accepting client gifts with a focus on new legislation which renders gifts to lawyers and their families void under certain circumstances. The program will also discuss the ethical issues associated with assisting a client in making a gift to a charity with which the lawyer has a pre-existing relationship.
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[Revised: 06-01-2008]